See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,389 | $43,723+1.5% | $121,196-63.4% | $64,186-30.8% |
| Participation rate | 98.0% | 58.3%+39.7pp | 71.7%+26.3pp | 69.6%+28.5pp |
| Annual return | 12.56% | 68.91%-56.4pp | 16.93%-4.4pp | 7.63%+4.9pp |
| Employer contribution / active EE | $3,351 | $1,296+158.5% | $4,022-16.7% | $2,381+40.7% |
| Participant deferral / active EE | $163 | $2,280-92.8% | $3,344-95.1% | $3,470-95.3% |
| Admin fee / account holder | $870 | $3,501-75.2% | $5,019-82.7% | $4,888-82.2% |